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New England Capital Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

New England Capital Financial Advisors’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-145
Closed -$5.96K – 421
2023
Q4 		$5.96K Buy
+145
New +$5.75K ﹤0.01% 264

Other funds holding VWO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

New England Capital Financial Advisors's VWO Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 145 shares — an estimated $5.96K sold.

New England Capital Financial Advisors first reported a position in VWO in Q4 2023 and held it in 1 quarter. The position peaked at $5.96K in Q4 2023. 2,033 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • New England Capital Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 145 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $5.96K.
  • New England Capital Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and held it in 1 quarter.
  • New England Capital Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $5.96K in Q4 2023.
  • 2,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.